Michael Mauboussin’s notes from the 2019 Value Invest New York Conference. Michael is Director of Research at BlueMountain Capital Management in New York. Robert Hagstrom is Chief Investment Officer of Equity Compass Investment Management and Senior Portfolio Manager of the Global Leaders Portfolio. Q3 2019 hedge fund letters, conferences and more Michael Mauboussin: Fireside Chat and Audience Q&A with Robert Hagstrom On investing in saas companies …need to understand expectations; economist article on amazon implies 9% growth so if hit that than growth. Market is complex adaptive system some biz diverge from returns to trend to cost of capital; increasing…
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